Tag: Tax Planning

02/05/2018
IF YOU OWN A BUSINESS, YOU NEED A CPA ON TOP OF THE NEW TAX LAWS There is a lot of talk about the changes in meals and entertainment deductions and there is good reason but is the information correct.  Does it apply to your circumstances?  ...read more

05/18/2013
This is absolutely the goal for all my clients. Tomorrows agenda is Passive Losses, Estate & Trust Planning and LLC & S-Corp and Taxation issues with divorce. It's going to be a full day of making notes for individual clients on these topics. ...read more

05/15/2013
Today's agenda included Healthcare reform with leading experts, Innocent Spouse and separation of community property and I was able to move an issue forward for a client having IRS issues using the Taxpayer Advocacy education. This education ha ...read more